Sammy Licence

I’ve worked within Wealth Management for the last 10 years and have a deep understanding of the industry and how we provide exceptional value for clients. I’m a qualified Financial Planner but have worked across corporate strategy, business development, and M&A to run numerous teams with various C-suite Executives. I’m motivated by delivering change and improvements which deliver value for our clients to ensure we continue to be a market leading wealth manger.  I live in London and in my spare time I play sports and spend time with friends and family exploring local places to eat and drink.

What attracted you to a career in wealth management?

Over the last decade, I've built a substantial career in Wealth Management, rooted in a comprehensive understanding of the industry. As a qualified Financial Planner, my journey has spanned corporate strategy, business development, and M&A. I've had the privilege of leading various teams alongside C-suite executives. My motivation lies in effecting positive changes that enhance value for our clients, reinforcing our position as a top-tier wealth manager.

How do you look after clients?

I've dedicated a decade to client-centric roles, delivering valuable support. My current role involves client engagement, where I leverage my deep industry knowledge to ensure our clients' financial goals are met. My commitment to a personalized approach, understanding that each client is unique, is at the core of my client management philosophy. I foster ongoing client relationships, ensuring their evolving objectives are met.

What are your interests outside of work?

Beyond my professional endeavours, I reside in London and am passionate about sports. In my spare time, I immerse myself in physical activities and enjoy exploring local dining and beverage options with friends and family. This balance between active pursuits and leisurely moments contributes to my overall well-being and keeps me connected to the vibrant energy of London.